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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,347 | $166,131+31.4% | $164,975+32.4% | $145,877+49.7% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 10.94% | 100.37%-89.4pp | 70.12%-59.2pp | 551.28%-540.3pp |
| Employer contribution / active EE | $8,629 | $5,276+63.6% | $4,343+98.7% | $4,663+85.0% |
| Participant deferral / active EE | $15,293 | $6,962+119.7% | $6,033+153.5% | $6,691+128.6% |
| Admin fee / account holder | $139,485 | $16,648+737.9% | $12,688+999.3% | $13,402+940.8% |